Projects

Organize your tasks, folders, and media files—then assign them to others.

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Adding a Project

You can use projects to organize your tasks, folders, sub-projects, documents, and notes. Projects can be assigned just like tasks so your team can collaborate on all your important projects.

  • There are two ways to add a project:
    Option 1: Tap the Add button on the Power.ME Toolbar running along the bottom of your screen; select the Project option from the menu that appears.
    Option 2: While you are in the main Project List, tap the empty space beneath your projects. After typing in the project title, tap Return on the keyboard. Once the project has been created, tap on its icon to edit its details.
  • Enter any details about the project on the Project Details page that appears. Only the project’s name is required information, but there are all sorts of options you can customize to help you organize better. See details on the project options below to learn more.

Deleting a Project/Folder

There are a two ways of removing a project or folder from your Project List:

  • Swipe your finger along the project’s cell. A red Delete button will appear in the cell. Tap it and your project will be deleted.
  • Tap on the project, and then tap the trash bin icon in the upper left corner of the Project Details window.
Deleted items are stored in your Trash until you destroy them or empty the Trash. Should you need to restore a project, go to the Trash, tap the project you want to restore, and select Restore from the options that appear.

Organizing Items within Projects

Power.ME automatically organizes projects in alphabetical order by name. Information within a project or folder is also alphabetized, but the items are divided by type. Projects and folders are grouped together first, then tasks, and then documents.

  • If you want to edit the order of the items within these divisions, tap the Actions button in the upper right corner of the screen.
  • Tap Re-Order from the menu that appears.
  • Place your finger on the three-lined icon that appears on the right-hand side of the items’ cells. This lets you “grab” that item.
  • Drag the item up or down into the position you want. Continue re-ordering items until you have your ideal order. (NOTE: Items can only be organized within their divisions. That means that tasks will still always group with the other tasks, and tasks will always come after projects and folders, etc.)
  • When you’re finished re-ordering, tap Done in the upper right corner of the screen.
  • If you ever want to undo your re-ordering and return to alphabetical order, tap the Actions button and tap Sort A–Z.

Making Sub-projects (the Parent Option)

You can organize projects and folders under parent projects so you can keep things in order and get things done as efficiently as possible.

  • Either add a new project or tap the icon for an existing one to open the Project Details page.
  • Tap the Parent field.
  • Select the parent project you want from the list on the left. (If you later decide to make a sub-project a root project, set the parent to None.) To select a project or folder, tap the circle icon next to it. If you want to select a project or folder that is inside one of your root projects or folders, tap the root folder and you’ll be able to view its contents.
  • Tap Done (in the upper right corner of the screen) and either continue filling out project details or tap Done again.

Changing a Project’s Status

A project’s status refers to where it is in terms of completion. Possible statuses are None, Assigned, Accepted, Declined, In Progress, On Hold, Canceled, Ready for Review, and Complete. Most of these options are for letting your team members know about where the project is going.

  • Add a new project or tap an existing one to open the Project Details window.
  • Tap the Status field.
  • Tap the status you want to assign to the task. You can set the status to be any of the available options. (Marking it as Complete will move it from your Project List to your Completed List.)
  • Either continue editing task details or tap Done (in the upper right corner of the screen).

Converting a Project to a Folder (or a Folder to a Project)

  • To convert a project to a folder (or a folder to a project), tap the icon for an existing project to open the Project Details page.
  • Find the Project or Folder field and tap the Folder button in it (when converting a folder to a project, tap the Project button).
  • Either continue filling out project details or tap Done (in the upper right corner of the screen).

Requiring a Password to View/Edit a Project or Folder

With Power.ME you share a lot of data. To ensure you don’t accidentally share private information, you can choose to password protect certain projects and folders. When a project/folder is password protected, you must enter your Power.ME password to view or edit it. (NOTE: To password protect projects and folders, you must register a free Power.ME account.)

  • To password protect a project, add a new project or tap the icon for an existing one to open the Project Details page.
  • Find the Password Protection field and tap the toggle option so it changes from Off to On (if you want to remove the password protection, change it from On to Off).
  • Enter your Power.ME Password and tap Return on your keyboard or Submit in the password window. Either continue editing project details or tap Done (in the upper right corner of the screen).
Now whenever you want to access this project’s contents or details, you will have to enter your Power.ME password. To turn off the password protection repeat these same steps, only make sure that when you’re finished the Password Protection option is switched to Off.

Setting a Start Date/Due Date for a Project

Setting start dates and due dates allows you to add projects any calendar your device can access and allows Power.ME to give you reminders.

  • To set a start date/due date, add a new project or tap the icon for an existing one to open the Project Details page.
  • Tap on the Start Date or Due Date field (scroll down if it doesn’t appear on your screen).
  • Tap your desired calendar date (you can navigate through the months by tapping the forward and back arrows at the top of the calendar window).
  • To set the time or edit the day, scroll through the selection lists that appear after you choose the date. Align the time and day you want in the shaded bar. You may also choose to make a project an all day event by tapping the All Day Event button at the bottom of the screen.
  • Tap Done (in the upper right corner of the screen) and either continue filling out project details or tap Done again.

Adding a Project to Your Device’s Calendar

Once you’ve set start and due dates for your project, you can add it to any calendar your device has access to.

  • To add a task to your calendar, add a new task or tap an existing one to open the Task Details window.
  • Tap the Add to Calendar field.
  • In the Calendars window, tap the calendar you want to add the task to. The selected calendar will have a checkmark in the right-hand side of the cell. If later you decide to remove a task from your calendar, tap the selected calendar again. The checkmark will disappear and the task will be removed from the calendar.
  • Once you’ve made your selection, tap the Done (in the upper right corner of the screen) and either continue editing task details or tap Done again.

Assigning a Project

When assigning individual tasks is just too inefficient, you can assign entire projects and folders so you and your team can stay on track. NOTE: To assign a project or folder you must be a subscribed Power.ME Sync & Share user.

  • Either add a new project or tap the icon for an existing one to open the Project Details page.
  • Scroll down to the Assign To field and tap it.
  • Type your team member’s email address* into the field at the top and tap the blue plus sign (+). Continue doing this until you’ve added everyone you want to assign the task to. (Alternately, you can tap the address book icon in the lower right corner of the screen to add team members who are in the contacts list for your device.)
  • Tap Done (in the upper right corner of the screen). You’ll see a full list of the people who are assigned to the project.
  • Tap Done (in the upper right corner of the screen) and either continue filling out project details or tap Done again.
  • Once you tap the Sync button on the Power.ME Toolbar, notifications will be sent to those who have been assigned to the project or folder.
*You can assign projects to team members who do not have Power.ME: their assigned project will be emailed to them. However, for them to view more than just the project details window, they will need to register for a free Power.ME account. Once they have an account, they’ll be able to view anything you assign to them.

Adding Notes to a Project

Adding notes can help you and your team members stay on the same page when it comes to collaborative projects.

  • Either add a new project or tap the icon for an existing one to open the Project Details page.
  • Scroll down to the Notes space (the lined yellow field).
  • Tap it and start typing.*
  • When you’re finished, tap the keyboard icon in the upper right corner of the screen and either continue filling out project details or tap Done (in the upper right corner of the screen).
*If you prefer, you can view a full-screen note by tapping the expand icon in the top left corner of the Notes field. Inside the full screen mode you have access to some extra options via the Actions button in the top left corner of the screen. When you’re done typing up the note, tap Done in the upper right corner of the screen to return to the Project Details window.

Commenting on a Project

When team members are collaborating on a project created by another user, they can’t edit the notes, but the can comment on it so everyone’s voice can be heard.

  • To comment on a project, tap the icon for an existing project to open the Project Details page.
  • Scroll past the Notes field. Underneath it there is a field that says, “Write comment here …” This is the comment field.
  • Tap on this field and type your comment.
  • To publish your comment, tap the keyboard icon in the upper right corner of the screen.
To delete a comment, swipe your finger along the comment’s cell. A red Delete button will appear in the cell. Tap it and your comment will be deleted.


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